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Technology Stocks : WDC/Sandisk Corporation
WDC 169.81+0.5%3:59 PM EST

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To: Artslaw who wrote (4478)1/25/1999 5:31:00 PM
From: rll  Read Replies (1) of 60323
 
Some Comments:

"Given the recent improvement in bookings, we are optimistic that the first quarter of 1999 could be slightly better than the fourth quarter of 1998 thus bucking the trend of first quarter seasonal weakness experienced in 1997 and 1998"

According to Zacks, 03/99 Qtr mean est is 0.12. Therefore, slightly better than 0.13 is 0.14 or 0.15? He is he trying to get estimates raised?

"We see growing OEM interest in MultiMediaCards and CompactFlash cards for the emerging MP3 digital music player market"

Great, when are the announcements going to be made? This should add value to SNDK.

Have to go for now, will look more at the report later.

Good luck to all,

rll
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